Connect Calendly and Flexie CRM to Build Intelligent Automations

Choose a Trigger

Calendly

When this happens...

Choose an Action

Flexie CRM

Automatically do this!

Enable Integrations or automations with these events of Calendly and Flexie CRM

Enable Integrations or automations with these events of Calendly and Flexie CRM

Triggers

New Meeting Book or Invitee Created

New Meeting Book or Invitee Created

Triggers when someone books a meeting for any event type.

Invitee Canceled

Invitee Canceled

Trigger when an invitee cancels a scheduled event

Invitee No Show Created

Invitee No Show Created

Trigger when an invitee is marked as no-show.

Meeting Is Booked, Canceled, Or Rescheduled

Meeting Is Booked, Canceled, Or Rescheduled

Runs when someone books, cancels, or reschedules a meeting.

New Routing Form Submission

New Routing Form Submission

Triggers when a new routing form submission is created.

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Actions

Create Scheduling Link

Create Scheduling Link

Create a scheduling link so people can book time with you.

Cancel Scheduled Event

Cancel Scheduled Event

Cancels a scheduled event with a specified reason for the cancellation.

Mark Invitee as No Show

Mark Invitee as No Show

Marks a specific invitee as no show.

Create One-Off Meeting

Create One-Off Meeting

Create a one-time Calendly meeting with chosen dates, duration, host, co-hosts, and location.

List Available Event Slots

List Available Event Slots

Fetch available time slots for a selected Calendly

Get current user

Get current user

Returns basic information about your user account.

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Step by step guides to integrate Calendly and Flexie CRM

Frequently Asked Questions

How do I start an integration between Calendly and Flexie CRM?

To start, connect both your Calendly and Flexie CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Calendly triggers actions in Flexie CRM (or vice versa).

Can we customize how data from Calendly is recorded in Flexie CRM?

Absolutely. You can customize how Calendly data is recorded in Flexie CRM. This includes choosing which data fields go into which fields of Flexie CRM, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Calendly and Flexie CRM?

The data sync between Calendly and Flexie CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Calendly to Flexie CRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Calendly and Flexie CRM?

Yes, you can set conditional logic to control the flow of data between Calendly and Flexie CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Calendly

About Calendly

Calendly helps you schedule meetings without the back-and-forth emails. It integrates with your calendar to automatically update your availability and sends out reminders to ensure no one misses a meeting.

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Flexie CRM

About Flexie CRM

Flexie CRM solution is built to help sales teams stay organized, nurture leads, close more deals, and improve overall productivity.

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